Rosemeyer Management Group

Frank Ortiz is a financial advisor at Rosemeyer Management Group in Dubuque, IA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at UMB Bank, Dubuque Bank and Trust, and Dutrac Community Credit Union. Rosemeyer Management Group is a team-based SEC-registered advisory firm serving individuals, trusts, retirement plan sponsors, and institutions. The firm manages approximately $691 million in client assets and employs a value-oriented, primarily long-only investment approach tailored to individual client needs.

John Drefcinski is a financial advisor at Rosemeyer Management Group with a Series 65 designation and one year of industry experience. His prior roles include positions at Life Time Financial Services, The Insurance Center, and Northwestern Mutual, as well as experience outside the financial industry. Rosemeyer Management Group is a team-based SEC-registered advisory firm serving individuals, trusts, retirement plan sponsors, and other institutions. The firm manages approximately $691 million in client assets and employs a value-oriented, primarily long-only investment approach, tailoring portfolios to individual client needs and utilizing various analytical methods and strategies.

Kaley Bockhop is a financial advisor at Rosemeyer Management Group with five years of industry experience. She holds the Series 66 designation and has worked at RMG Wealth Management, Rosemeyer Management Group, Compeer Financial, and Badgerland Financial. Outside of finance, she owns and operates Kaley's Cattle LLC, a livestock business. Rosemeyer Management Group is a team-based SEC-registered advisory firm serving individuals, trusts, retirement plan sponsors, and institutions. The firm manages approximately $691 million in client assets and employs a value-oriented, primarily long-only investment approach, tailoring portfolios to client needs while incorporating fundamental, technical, and cyclical analysis.

Brooklyn Flanagan is a Series 65-licensed financial advisor at Rosemeyer Management Group with two years of industry experience. Brooklyn’s background includes roles in banking, tax and accounting, and community-related activities such as working with the Badger Mine & Museum and operating a daycare service. Rosemeyer Management Group provides discretionary asset management, financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals and plan sponsors. The firm employs a value-oriented, long-term investment approach combined with integrated financial planning and specialized retirement services.

Teagan Parker is a financial advisor at Rosemeyer Management Group with a Series 65 credential and one year of industry experience. Prior to joining Rosemeyer, Parker worked in healthcare and fitness-related roles, including positions at Benefis Health System and Orange Theory Fitness. Rosemeyer Management Group provides discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, and institutional clients. The firm employs a value-oriented, long-term investment approach combined with strategic asset allocation and integrates financial planning with portfolio management.

Jake Miller is a financial advisor at Rosemeyer Management Group in Platteville, WI, holding a Series 65 designation with one year of experience. His background includes service in the USAF National Guard and entrepreneurial work with Craft Spice Blends. Rosemeyer Management Group offers discretionary asset management, financial planning, and retirement plan consulting to a range of clients, using a value-oriented, long-term investment approach combined with strategic asset allocation and periodic rebalancing.

Haley Herr is a financial advisor at Rosemeyer Management Group with a Series 65 designation and one year of industry experience. Prior to joining Rosemeyer Management Group, she worked at Marquis LLC and Businessolver. Rosemeyer Management Group is a team-based SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, retirement plan sponsors, and institutions. The firm employs a value-oriented, primarily long-only investment approach and offers discretionary asset management, financial planning, and retirement-plan consulting services.

Dylan Rasmason is a financial advisor at Rosemeyer Management Group with a Series 65 credential and one year of industry experience. His background includes roles at the University of Missouri in both the College of Agriculture, Food & Natural Resources and the Office for Financial Success, as well as positions in banking and retail. Rosemeyer Management Group provides discretionary asset management, financial planning, and retirement plan consulting to a diverse client base including high-net-worth individuals, trusts, and corporate plan sponsors. The firm employs a value-oriented, long-term investment approach combined with strategic asset allocation and integrates financial planning with investment services.

Payton Simon is a financial advisor at Rosemeyer Management Group with a Series 65 designation and five years of industry experience. Prior to his advisory roles, he worked in the athletic department at the University of Wisconsin - Madison and has held positions in the restaurant and retail sectors. Rosemeyer Management Group is a team-based SEC-registered advisory firm serving individuals, trusts, retirement plan sponsors, and institutions. The firm employs a value-oriented, primarily long-only investment approach combined with fundamental, technical, and cyclical analysis, managing approximately $691 million in client assets across multiple offices.

Regan Shipp is a financial advisor at Rosemeyer Management Group with six years of industry experience. She holds a Series 65 designation and has worked at RMG Wealth Management since 2020, along with prior roles at Goldstar FS, Compeer Financial, and other firms. Shipp also serves as an independent insurance agent. Rosemeyer Management Group provides discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, and plan sponsors. The firm employs a value-oriented, long-term investment approach combined with integrated financial planning and offers specialized retirement plan services supported by an affiliated CPA.

Jacob Rosemeyer is a financial advisor at Rosemeyer Management Group with eight years of industry experience. He holds the Series 66 designation and has worked at RMG Wealth Management, Harbour Investments, and FOCUS. Rosemeyer Management Group serves individuals, trusts, pension and corporate plan sponsors, and other entities, offering discretionary asset management, financial planning, and retirement plan consulting. The firm employs a value-oriented, long-term investment approach combined with strategic asset allocation and detailed retirement-plan services.

Andrew Tranel is a CFP® with 11 years of industry experience, currently serving at Rosemeyer Management Group. He has worked with the firm since 2015 and also has prior experience at Harbour Investments. Rosemeyer Management Group provides discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, pension and corporate plan sponsors, among others. The firm follows a value-oriented, long-term investment approach and integrates financial planning with investment services.

Clare Manning is a Series 65 licensed financial advisor with Rosemeyer Management Group, based in Platteville, WI. She has been with Rosemeyer Management Group since 2024 and previously worked at Community First Bank for four years. Clare has no prior industry experience before 2020, having been a full-time student until that year. Rosemeyer Management Group offers discretionary asset management, financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals, trusts, and corporate plan sponsors. The firm follows a value-oriented, long-term investment strategy combined with fundamental, technical, and cyclical analysis, integrating financial planning with investment services.

Carter Klaas is a financial advisor at Rosemeyer Management Group with six years of industry experience. He holds the Series 66 designation and has worked at several firms, including Securian Financial Services and the University of Wisconsin Credit Union. Klaas has contributed as an author to the book "Real Life Financial Planning," providing case studies to illustrate financial planning processes. Rosemeyer Management Group offers discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, pension and corporate plan sponsors, and other entities. The firm follows a value-oriented, long-term investment approach combined with strategic asset allocation, fundamental and technical analysis, and integrates financial planning with investment services.

Joseph Schultz is a financial advisor at Rosemeyer Management Group with a Series 65 designation and three years of industry experience. He has worked at Rosemeyer Management Group since 2020 and previously spent five years at Shoe Shack. Rosemeyer Management Group is a team-based SEC-registered advisory firm serving individuals, trusts, retirement plan sponsors, and institutions. The firm manages approximately $691 million in client assets using a value-oriented, primarily long-only investment approach, and tailors portfolios to individual client needs.